- Citizens (Lancaster, PA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- KPMG (Harrisburg, PA)
- **Business Title:** Tax Manager/Senior Manager, Private Client **Requisition Number:** 113215 - 76 **Function:** Tax Services **Area of Interest:** **State:** PA ... trusted advisor to family offices on strategic, operational, and financial matters + Direct tax compliance and consulting services for multi-generational family… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …accounts, including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting ... Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's. + The… more
- Morgan Stanley (Lutherville, MD)
- …** Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ ... client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Vaco (Harrisburg, PA)
- …for critical projects in audit, tax, finance, accounting, and more. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor , ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007! **Vaco**...and empowerment. **A Day in the Life** Your CFO client just called. Her accounting department could really use… more
- Deloitte (Harrisburg, PA)
- …Consulting is seeking a top-performing, senior Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity services. This ... assets and operations/mission, as well as assisting in data and financial -informed decision-making around optimized resilience roadmaps and project prioritization. +… more
- Confluent (Harrisburg, PA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more